Ryan Pollard Email & Phone Number

Kansas City, Mo, Us

Overland Park, Kansas, United States

I partner with both internal and external customers in helping FDI clients both obtain and maintain strategic insurance benefits, customized for their specific needs and situation, with a specialized focus on health insurance coverage. -Directly responsible for team implementation and management of our HealthSherpa dashboard where we maintain licensure and appointments in over 45 states. -Developed a new strategy for use of Salesforce in our external follow up strategy to ensure timely client communications. -Interim management and deployment of FDI social media, webinar content, and marketing strategy. -Current insurance producer licenses in both KS and MO (Life, Accident & Health, & Long Term Care).

Wfh

Primarily served as an independent consultant to employer-clients ranging from mid-market size to enterprise (100K employees+). -Offered review of client internal policies, compensation model, and benefits package structure, working to ensure clients kept their offering competitive as appropriate in their industry. -PPACA compliance guidance and the production and review of employee 1095-C forms. -Independent project manager for clients going through implementation of various HRIS SaaS solutions, ranging from HR and payroll, to timekeeping, to integrated POS systems, and property/facilities management. Would act as a liaison between the client and provider implementation personnel to ensure proper testing and completion of high-value implementation goals and ensure timeline adherence.-Independent project manager for clients needs advocate support due to ongoing issues with a current benefits broker, or HR technology provider.Interim remote management of a large medical staffing client’s recruiting team in the absence of their in-house director on leave. Oversaw the strategic execution and progress of staffing efforts for nursing hires in a hospital environment.

Remote - Altamonte Springs, Fl

-Worked as an advocate for clients in the market to purchase a new HR or Payroll SaaS solution.-Organizing and maintaining RFP data and keeping accurate records of client interactions for reference.-Acted as the client's point of contact throughout the RFP process and handled all sales partner contact on behalf of clients.-Document creation and preparation.-RFP release to market.-Analyze pricing and invoicing to ensure client needs are met on all quotes.-Work with the Consulting Team to stay up to date on provider marketplace offering and new products.-Working with the project Consultant and client to strategize on client needs, priorities, and deliverables.-Develop and manage project timelines.

Lake Mary, Fl

Management/Coaching:-Supervised a team of dedicated Account Managers, each supporting 50-75 major-market client relationships.-Facilitation of biweekly team meetings and continued training opportunities.-Responsible for weekly meetings with each member of the team for coaching and development.-Created a measurable plan for development with each member of the team based on the individual's goals and opportunities in their current role.-Scheduled and monitored team training with the internal training department. -Supervision and monitoring of team schedules to ensure adherence.-Stayed late in the office, supporting contact centers in two other time zones while fulfilling assigned duties as "late manager", when required.-Partnered with other members of the management team to ensure there was always a management presence on the production floor.Teamwork/Staff Engagement:-Organization and participation of staff events and engagement activities.-Participated on the office Spirit Committee-Networked and partnered with internal technical/support teams to address client cases, as required.-Stood in for the client services manager during periods of absence in operations meetings.-Requested to assist the product development team by providing feedback on new features being added to the Paylocity year-end dashboard.Customer Service:-Directly responsible for client support experience and escalation of high-priority service concerns.-Tasked to provide case ownership for client issues resulting in escalation to a Team Lead.-Ensured clients were placed with assigned representatives who were trained to support the products they currently use.-Reviewed team support cases to ensure client response times are with Paylocity SLA times.-Supported internal sales partners with escalated client concerns, as required.-Required to demonstrate the principals of world-class client service with every interaction as an example to team members.

Lake Mary, Fl

Responsibilities Include: -Dedicated Account Manager assigned to clients on an "enterprise deployment" of Paylocity software.-Supported over 36 individual client groups totaling over 8 million dollars in client revenue-Specialized in payroll, timekeeping and attendance, tax calculation and compliance, performance management, onboarding, expense reporting, custom reporting, and ACA tracking and compliance. -Processed and entered court ordered garnishments for child support, bankruptcy, levies, etc. Audited and voided garnishment payments as needed on client's behalf. -Created customized reports for clients and when performing system troubleshooting on a daily basis involving complex math calculations and custom formatting.-Setup and administration of various retirement plan withholding codes, including any employer match calculations for client payroll.-Assisted clients with troubleshooting and change of their payroll GL report in preparation for import into their main GL software system.-Supported the Paylocity launch of their ACA module as a product champion, working directly with the tax team to pilot the initial pre-selected clients for ACA setup. Since, has supported countless client escalations for ACA support and has facilitated over 200 customized ACA module builds in the WebPay system.- Worked with clients to reconcile W2 forms and 1095-C forms for employees, submitted tax and ACA amendments as needed.-Responsible for maintaining a 24 hour window for return of all email correspondence and 4 hours for each voicemail received.-Selected to travel to Paylocity's annual client conference in Chicago, where I served as the initial ACA "Expert" for live client consults throughout the conference.